Automated Translation Client Re-Engagement
Every Monday, WebRun opens Plunet, identifies active clients who have not placed a new project in the last 30 days, drafts a warm and personalized check-in email for each one in Gmail, and posts a summary to your account managers in Slack so no long-term client relationship goes cold.
How do I automatically follow up with translation clients who have not placed a project recently?
WebRun opens Plunet every Monday, identifies clients who have not placed a project in the last 30 days, and drafts a warm, personalized check-in email for each one in Gmail. It then posts a re-engagement summary to your account managers in Slack, ranked by days since last activity, so your team can re-engage every quiet relationship before it becomes a lost account.
- No long-term client goes 30 days without a check-in attempt
- Account managers get ready-to-send drafts ranked by days since last project
- Clients with open quotes are excluded so outreach is never duplicated
Built for translation agencies · language service providers · LSP account managers · localization agencies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.plunet.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Plunet - identify clients with no recent project activity
plunet.com
WebRun opens Plunet to identify clients with no recent project activity. - Open Plunet and filter the client list to accounts with at least one completed project in the past 12 months
- Identify clients whose most recent project delivery date is more than 30 days ago
- Capture the client name, contact email, account manager, last project details, and typical language pairs for each
Done when Every client who has gone 30 days without a new project is listed with their account details and recent project history.
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2
Gmail - draft personalized check-in email for each quiet client
gmail.com
WebRun opens Gmail to draft personalized check-in email for each quiet client. - Draft a warm, personalized check-in email for each quiet client using their name, last project reference, and typical language pairs
- Keep the tone conversational and helpful, asking if they have upcoming projects and offering to provide a quick quote
- Save each email as a draft in Gmail - do not send
Done when A draft check-in email exists for every quiet client, ready for the account manager to personalize and send.
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3
Slack - notify account managers with re-engagement summary
slack.com
WebRun opens Slack to notify account managers with re-engagement summary. - Post a re-engagement summary to the account management channel listing which clients have drafts ready
- Include the client name, account manager, last project date, and number of days since last activity
- Highlight clients who have historically been high-volume or strategic accounts
Done when Account managers have a re-engagement summary in Slack with all client check-in drafts ready to review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the check-in emails to clients without my approval?
No. Every check-in is saved as a Gmail draft only. Your account manager reviews and personalizes each one before sending, so no client receives a message without a human touch.
How does it decide which clients to include?
It includes any client with at least one completed project in the past 12 months who has not placed a new project in the last 30 days. You can adjust both thresholds to match your client engagement cycle.
What if a client is already in active discussions about a new project?
If there is an open quote or active project for that client in Plunet, they are excluded from the re-engagement list automatically so no duplicate outreach is drafted.
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